Plan Snapshot
- Plan Sponsor: Children'S Home Of Bradford, PA
- Sponsor EIN: 250965291
- Sponsor Address: 47 BEACON LIGHT WAY, BRADFORD, PA, 16701
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 492 | $16.1M | $285,344 | $955,390 |
| 2023 | 509 | $14.1M | $301,452 | $901,389 |
| 2022 | 480 | $11.7M | $327,117 | $838,943 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | Recordkeeper | $53,397 | — | $53,397 |
| WILSHIRE ASSOCIATES INC. | Investment Advisor | $7,628 | — | $7,628 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,025
- Estimated Expense Ratio: 0.378% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $85,881 | $7,628 | — | — | — |
| 2023 | $71,566 | — | — | — | — |
| 2022 | $10,595 | $10,595 | — | — | — |